STXV vs. USMV ETF Comparison
Comparison of Strive 1000 Value ETF (STXV) to iShares MSCI USA Minimum Volatility ETF (USMV)
STXV
Strive 1000 Value ETF
STXV Description
The investment seeks to track the total return performance, before fees and expenses, of the Bloomberg US 1000 Value composed of large- and mid-capitalization U.S. equity securities that exhibit value characteristics. Under normal circumstances, substantially all of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index. The fund will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry or group of industries to approximately the same extent that the index is concentrated.
Grade (RS Rating)
Last Trade
$30.19
Average Daily Volume
9,197
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$91.29
Average Daily Volume
2,249,365
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | STXV | USMV |
|---|---|---|
| 30 Days | 2.34% | 1.48% |
| 60 Days | 3.63% | 6.10% |
| 90 Days | 7.38% | 8.43% |
| 12 Months | 23.13% | 25.48% |
STXV Underweight 164 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | C | -1.7% | |
| IBM | A | -1.7% | |
| PGR | A | -1.68% | |
| MSI | B | -1.64% | |
| LLY | C | -1.58% | |
| DUK | B | -1.55% | |
| WCN | D | -1.55% | |
| NOC | A | -1.52% | |
| RSG | D | -1.52% | |
| CB | B | -1.5% | |
| VZ | B | -1.44% | |
| MSFT | C | -1.38% | |
| TXN | C | -1.38% | |
| UNH | C | -1.38% | |
| SO | A | -1.37% | |
| WM | D | -1.37% | |
| ROP | C | -1.31% | |
| CSCO | B | -1.29% | |
| APH | C | -1.29% | |
| AJG | D | -1.29% | |
| ACN | C | -1.28% | |
| MCD | B | -1.27% | |
| PG | C | -1.26% | |
| MRK | D | -1.22% | |
| ED | C | -1.22% | |
| AVGO | C | -1.21% | |
| MMC | C | -1.16% | |
| PEP | D | -1.15% | |
| MCK | F | -1.14% | |
| ORCL | B | -1.12% | |
| TRV | B | -1.05% | |
| AZO | D | -0.99% | |
| AAPL | C | -0.97% | |
| REGN | C | -0.92% | |
| GILD | B | -0.89% | |
| LMT | B | -0.88% | |
| CBOE | C | -0.87% | |
| V | C | -0.83% | |
| K | A | -0.81% | |
| GDDY | C | -0.81% | |
| ACGL | B | -0.8% | |
| EA | D | -0.78% | |
| CTSH | C | -0.77% | |
| GIS | B | -0.77% | |
| VRTX | D | -0.75% | |
| WEC | B | -0.75% | |
| FCNCA | D | -0.73% | |
| ELV | C | -0.72% | |
| T | C | -0.71% | |
| KDP | B | -0.71% | |
| AMGN | B | -0.7% | |
| TSN | D | -0.69% | |
| MA | B | -0.67% | |
| COR | D | -0.66% | |
| NOW | A | -0.65% | |
| VRSN | D | -0.65% | |
| ORLY | D | -0.63% | |
| KR | C | -0.59% | |
| BDX | F | -0.59% | |
| NEM | B | -0.58% | |
| FI | A | -0.57% | |
| MPC | D | -0.56% | |
| KEYS | C | -0.54% | |
| NVDA | D | -0.54% | |
| FANG | D | -0.53% | |
| ERIE | B | -0.52% | |
| MDLZ | C | -0.52% | |
| TDY | C | -0.52% | |
| CME | C | -0.51% | |
| YUM | F | -0.51% | |
| FFIV | B | -0.49% | |
| AON | B | -0.49% | |
| JNPR | A | -0.49% | |
| INCY | C | -0.48% | |
| FICO | B | -0.48% | |
| CL | C | -0.47% | |
| HUM | F | -0.47% | |
| UBER | C | -0.47% | |
| PTC | D | -0.47% | |
| AKAM | D | -0.45% | |
| CDW | D | -0.45% | |
| TJX | C | -0.45% | |
| EG | C | -0.45% | |
| KHC | C | -0.44% | |
| BAH | B | -0.44% | |
| WDAY | D | -0.42% | |
| AEP | C | -0.42% | |
| XEL | B | -0.42% | |
| BMY | C | -0.41% | |
| VRSK | D | -0.4% | |
| CPB | B | -0.39% | |
| CTVA | B | -0.37% | |
| ROL | C | -0.37% | |
| CHD | C | -0.37% | |
| WTW | C | -0.36% | |
| CMCSA | D | -0.36% | |
| HSY | D | -0.35% | |
| AFG | B | -0.34% | |
| IT | A | -0.34% | |
| NBIX | F | -0.33% | |
| MKL | C | -0.32% | |
| GEN | B | -0.32% | |
| WRB | C | -0.3% | |
| BMRN | F | -0.3% | |
| ICE | C | -0.29% | |
| FWONK | C | -0.29% | |
| HD | A | -0.28% | |
| AIZ | B | -0.28% | |
| GLW | B | -0.28% | |
| L | D | -0.27% | |
| GRMN | D | -0.27% | |
| ANET | A | -0.27% | |
| ALNY | C | -0.25% | |
| ADI | C | -0.25% | |
| PFE | C | -0.24% | |
| MOH | D | -0.23% | |
| D | B | -0.23% | |
| CI | C | -0.23% | |
| WMB | B | -0.23% | |
| HON | D | -0.22% | |
| HRL | D | -0.22% | |
| AEE | A | -0.22% | |
| KMB | D | -0.22% | |
| DTE | B | -0.21% | |
| NTAP | D | -0.21% | |
| AZPN | B | -0.21% | |
| MELI | B | -0.2% | |
| CMS | B | -0.2% | |
| HUBS | D | -0.18% | |
| PKG | B | -0.18% | |
| SNPS | D | -0.17% | |
| HOLX | C | -0.17% | |
| STX | C | -0.17% | |
| TW | B | -0.17% | |
| LIN | B | -0.17% | |
| DPZ | D | -0.17% | |
| CDNS | D | -0.16% | |
| EOG | D | -0.15% | |
| CRWD | D | -0.14% | |
| MDT | C | -0.14% | |
| GOOG | D | -0.14% | |
| OXY | F | -0.13% | |
| UTHR | C | -0.13% | |
| HIG | B | -0.12% | |
| AMZN | C | -0.12% | |
| KO | B | -0.11% | |
| LNT | B | -0.1% | |
| DELL | C | -0.1% | |
| DGX | C | -0.1% | |
| RTX | C | -0.09% | |
| ABT | C | -0.09% | |
| ADP | B | -0.08% | |
| TEL | D | -0.07% | |
| FSLR | C | -0.07% | |
| PSX | D | -0.06% | |
| GD | B | -0.06% | |
| KNX | D | -0.06% | |
| OTIS | C | -0.06% | |
| ULTA | D | -0.05% | |
| VLO | F | -0.05% | |
| CVS | F | -0.05% | |
| BR | D | -0.05% | |
| ATO | B | -0.05% | |
| CRM | D | -0.04% |
STXV: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Oil & Gas Integrated
Discount Stores
Insurance - Diversified
Tobacco
Keywords:
S&P 500
Dow Jones Component
Bank
Banking
Cash Management
Plastic
Asset Management Services
Commercial Bank
Commodity Petrochemicals
Crude Oil
Infection
Investment Banking
Natural Gas
Payment Processing
Petroleum
Petroleum Products
Trade Finance
Abu Dhabi National Oil Company
Adalimumab
Advanced Prostate Cancer
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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